Asset Allocation

As of November 30, 2025.
Type % Net
Cash 1.22%
Stock 98.78%
Bond 0.02%
Convertible 0.00%
Preferred 0.00%
Other -0.02%
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Market Capitalization

As of November 30, 2025
Large 91.39%
Mid 7.78%
Small 0.83%
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Region Exposure

% Developed Markets: 98.76%    % Emerging Markets: 0.63%    % Unidentified Markets: 0.61%

Americas 96.15%
95.52%
Canada 1.81%
United States 93.71%
0.63%
As of November 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 0.56%
United Kingdom 0.05%
0.49%
Belgium 0.00%
Denmark 0.01%
Finland 0.01%
France 0.02%
Germany 0.02%
Ireland 0.33%
Netherlands 0.01%
Norway 0.01%
Spain 0.00%
Sweden 0.03%
0.00%
0.01%
United Arab Emirates 0.01%
Greater Asia 2.67%
Japan 0.01%
0.04%
Australia 0.04%
2.63%
Hong Kong 0.95%
Singapore 0.76%
Taiwan 0.91%
0.00%
Unidentified Region 0.61%

Stock Sector Exposure

Cyclical
20.48%
Materials
0.00%
Consumer Discretionary
12.55%
Financials
7.92%
Real Estate
0.00%
Sensitive
66.31%
Communication Services
9.94%
Energy
0.23%
Industrials
6.15%
Information Technology
49.98%
Defensive
11.99%
Consumer Staples
3.29%
Health Care
8.41%
Utilities
0.29%
Not Classified
1.23%
Non Classified Equity
0.00%
Not Classified - Non Equity
1.23%
As of November 30, 2025
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Stock Style Exposure

Large Cap Value --
Large Cap Core --
Large Cap Growth --
Mid Cap Value --
Mid Cap Core --
Mid Cap Growth --
Small Cap Value --
Small Cap Core --
Small Cap Growth --
No Data Available